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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

45 hedge funds and large institutions have $161M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
14
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$57.3M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.47M
3
Jane Street
3
Jane Street
New York
$4.74M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.17M
5
SI
5
SimpliFi Inc
California
$23.1M

Top Sellers

1
FA
1
Fortis Advisors
Pennsylvania
$128K
2
MFM
2
Mirsky Financial Management
New York
$5.05M
3
WPSG
3
Wealth & Pension Services Group
Georgia
$231K
4
AG
4
Advisor Group
Arizona
$466K
5
SC
5
Scotia Capital
Ontario, Canada
$6.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$57.3M 613,578 +613,570 +7,669,625%
SI
2
SimpliFi Inc
California
$23.1M 246,695 +15,298 +7%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$16.8M 179,900 – –
LPL Financial
4
LPL Financial
California
$6.93M 74,155 +14,573 +24%
SC
5
Scotia Capital
Ontario, Canada
$6.84M 73,162 -11,218 -13%
SPC
6
Sigma Planning Corp
Michigan
$5.52M 59,116 +2,097 +4%
MFM
7
Mirsky Financial Management
New York
$5.05M 54,038 -22,390 -29%
Bank of America
8
Bank of America
North Carolina
$5.03M 53,824 -6,579 -11%
Jane Street
9
Jane Street
New York
$4.74M 50,761 +30,039 +145%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.47M 47,827 +41,941 +713%
UBS Group
11
UBS Group
Switzerland
$4.45M 47,584 -7,412 -13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.93M 42,037 +795 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.38M 36,200 +13,776 +61%
Citadel Advisors
14
Citadel Advisors
Florida
$3.17M 33,899 +18,875 +126%
Wells Fargo
15
Wells Fargo
California
$1.87M 20,033 -6,420 -24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.19M 12,743 -1,491 -10%
MWM
17
Mascoma Wealth Management
New Hampshire
$1.1M 11,735 -1,124 -9%
CIAS
18
Capital Investment Advisory Services
North Carolina
$892K 9,540 -285 -3%
W
19
WealthOne
New York
$491K 5,257 +5,257 New
AG
20
Advisor Group
Arizona
$466K 4,982 -12,015 -71%
SFS
21
Sowell Financial Services
Arkansas
$452K 4,833 -128 -3%
DBRC
22
D.B. Root & Company
Pennsylvania
$433K 4,629 -8,632 -65%
RWMH
23
Riverpoint Wealth Management Holdings
Illinois
$345K 3,695 +663 +22%
PAG
24
Private Advisor Group
New Jersey
$340K 3,638 +3,638 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$301K 3,221 +181 +6%
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